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First Citizens Investor Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

First Citizens Investor Services’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.29M Sell
63,184
-503
-0.8% -$50K 2.4% 10
2025
Q3 		$6.23M Buy
+63,687
New +$5.91M 2.41% 10

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Citizens Investor Services's VTWO Position: Q4 2025 in Review

First Citizens Investor Services reduced its Vanguard Russell 2000 ETF (VTWO) stake by 0.79% in Q4 2025, selling an estimated $50K and leaving 63,184 shares worth $6.29M. The position accounts for 2.4% of the portfolio, ranked #10.

First Citizens Investor Services first reported a position in VTWO in Q3 2025 and has held it in 2 quarters since. 659 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

  • First Citizens Investor Services held 63,184 shares of Vanguard Russell 2000 ETF worth $6.29M as of Q4 2025.
  • First Citizens Investor Services sold 503 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $50K.
  • Vanguard Russell 2000 ETF made up 2.4% of First Citizens Investor Services's portfolio in Q4 2025, its #10 holding.
  • First Citizens Investor Services first reported a position in Vanguard Russell 2000 ETF in Q3 2025 and has held it in 2 quarters since.
  • 659 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

Based on First Citizens Investor Services's 13F filing for Q4 2025, filed 30 Jan 2026.